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Account Manager - Commercial Lines

Company: Alera Group
Location: Powell
Posted on: January 15, 2022

Job Description:

Propel is looking for an Account Assistant to join their Commercial Lines team in Tacoma! Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? If that is what you--------re looking for, this is your chance to be part of an amazing organization! The Account Manager--------s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service. Responsibilities

  • Process service requests:
  • Prepare quality submissions to carriers on behalf of client or prospect.
  • Review and analyze quotations received from carriers.
  • Prepare professional and accurate proposals for presentation to our clients.
  • Prepare professional and accurate summaries for existing clients.
  • Review endorsements for accuracy.
  • Process premium audits and assist client in event of a dispute.
  • Prepare certificates of insurance.
  • Perform contract review with respect to insurance requirements.
  • Prepare and deliver timely binders and invoices upon binding of coverage. Secure premium financing when needed.0
  • Review newly issued policies for accuracy before delivery to clients.
  • Follow-up in a timely and professional manner with all clients, carriers, producers and peers.
  • Maintain and prioritize workload, including work to be handled by Account Assistant.
  • Conduct monthly renewal meetings with producer and other Account Managers on the team.
  • Maintain certifications and complete assigned training goals.
  • Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
  • Perform other duties as assigned by the Team Manager Qualifications Knowledge and Skills:
  • Strong oral and written communication skills.
  • Demonstrated proficiency in MS Office: Word, Excel, Outlook.
  • Agency Management System Experience. AMS Sagitta preferred.
  • Strong work ethic -----" timely follow-up, team oriented, proactive, detail oriented, and dependable.
  • Ability to work independentlyExperience and Education:
  • Resident State Agents License or ability to obtain one within 2 months.
  • Insurance experience preferred.
  • College degree preferred. Equal Opportunity Employment We--------re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you--------re a California resident, please read the California Consumer Privacy Act prior to applying. #PandoIQPandoLogic. Keywords: Insurance Account Manager, Location: Powell, TN - 37849

Keywords: Alera Group, Knoxville , Account Manager - Commercial Lines, Executive , Powell, Tennessee

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